See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,572 | $83,477+27.7% | $125,175-14.9% | $72,985+46.0% |
| Participation rate | 74.4% | 73.3%+1.0pp | 79.8%-5.4pp | 69.5%+4.9pp |
| Annual return | 22.82% | 25.78%-3.0pp | 43.79%-21.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,379 | $2,345-41.2% | $3,865-64.3% | $2,440-43.5% |
| Participant deferral / active EE | $2,819 | $3,585-21.4% | $4,937-42.9% | $3,607-21.8% |
| Admin fee / account holder | $44 | $5,517-99.2% | $9,702-99.5% | $5,124-99.1% |